Investment management fees range from 0.50% to 2.50% annually, depending on portfolio size, composition, and services rendered. Digital asset management fees are typically 1.00%. Retirement plan consulting fees range from 0.20% to 1.00%. Estate planning services are billed separately by Freedom Day Legal. Fees are negotiable based on various criteria. Clients also incur third-party charges like brokerage commissions and custodial fees. The firm generally imposes a minimum portfolio size of $250,000.